Contents
Previewing a sales plan
A sales plan may be previewed from the Sales Plans screen. Selecting a given sales plan displays a separate screen with its name and status and tabs containing detailed information on the selected plan.
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Sales plan details are grouped into 4 tabs:
- Parameters
- Items
- Regions
- Customers
Parameters tab
The Parameters tab displays the following information:
- Plan Value
- Total Execution
- General – this section displays information on the plan’s type, validity date, and the basis for execution calculation
- Description
Items tab
The Items tab displays information on items and item groups added to the plan:
- Thumbnail:
- An image thumbnail/item logo is presented by each item; if a given item has no logo added, the icon
is displayed
- The thumbnail
is displayed for item groups
- An image thumbnail/item logo is presented by each item; if a given item has no logo added, the icon
- Item/group name
- Item/group code
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Regions tab
The Regions tab displays information on all regions added to the sales plan, along with the values assigned to them:
- Region name
- Target value
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If a reference plan has been added to a sales plan, additional information is presented about the execution of the reference plan, along with an increase or decrease value.
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Customers tab
The Customers tab displays information on customers added to the plan:
- Customer name
- Code
- Address
- Region
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Previewing a reference plan
Clicking the button [Select] in the Reference Plan field displays a screen with the list of sales plans:
- The sales plans displayed have the status Confirmed or Closed
- The From date of the sales plans displayed is earlier than the current date
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The list of plans on the Select Reference Plan screen displays the following information:
- Name – a sales plan’s name
- Type – a sales plan’s type:
- Value
- Quantity
- Validity Period – a sales plan’s validity dates
- Status – a sales plan’s status:
- Confirmed – marked with a green icon:
- Closed – marked with a red icon and a closing date:
- Confirmed – marked with a green icon:
Additionally, the Select Reference Plan screen contains the following filters:
- Search Plans (text field) – it makes it possible to search for sales plans by their name
- Status – it makes it possible to search for a sales plan by its status; the filter contains a drop-down list with the following values:
- All (default)
- Confirmed
- Closed
- Time Range – selecting the button
makes it possible to select a relevant time range that should cover the sales plans to be displayed:
- Today – it displays sales plans with the From date set as the current date
- Current week – it displays sales plans with the From date set as a date within the current week
- Current month – it displays sales plans with the From date set as a date within the current month
- Current year – it displays sales plans with the From date set as a date within the current year
- Choose own date – it displays sales plans falling within a selected date range
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Reference plan details
Selecting a given sales plan or the icon on the Select Reference Plan screen displays a separate screen with the plan’s name and status and tabs containing detailed information on the selected plan.
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Reference plan details are grouped into 4 tabs:
- Parameters
- Items
- Regions
- Customers
Parameters tab
The Parameters tab displays the following information:
- Plan Value
- Total Execution
- General – this section displays information on the plan’s type, validity date, and the basis for execution calculation
- Description
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Items tab
The Items tab displays information on items and item groups added to the plan:
- Thumbnail:
- An image thumbnail/item logo is presented by each item; if a given item has no logo added, the icon
is displayed
- The thumbnail
is displayed for item groups
- An image thumbnail/item logo is presented by each item; if a given item has no logo added, the icon
- Item/group name
- Item/group code
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Regions tab
The Regions tab displays information on all regions added to the sales plan, along with the values assigned to them:
- Region name
- Target value
- Reference plan execution
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Customers tab
The Customers tab displays information on customers added to the plan:
- Customer name
- Code
- Address
- Region
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The [Select] button makes it possible to add a plan as a reference plan to a sales plan that is currently being added.
The [Cancel] button can be selected to cancel selection made on the screen and return to the previous screen.
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After a reference plan is selected, you can remove it or change it to a different one.